SS

Sunbelt Securities Portfolio holdings

AUM $1.13B
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,929
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.86M
3
+$2.55M
4
AMZN icon
Amazon
AMZN
+$2.02M
5
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$1.5M

Top Sells

1
+$26.3M
2
+$2.02M
3
+$1.9M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$1.77M
5
ADBE icon
Adobe
ADBE
+$1.52M

Sector Composition

1 Technology 14.51%
2 Financials 5.82%
3 Energy 5.76%
4 Healthcare 5.05%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$28.6K ﹤0.01%
+890
1077
$28.5K ﹤0.01%
1,261
-163
1078
$28.3K ﹤0.01%
1,080
1079
$28K ﹤0.01%
177
1080
$28K ﹤0.01%
161
1081
$27.8K ﹤0.01%
1,367
+1
1082
$27.8K ﹤0.01%
166
1083
$27.6K ﹤0.01%
950
1084
$27.6K ﹤0.01%
545
1085
$27.4K ﹤0.01%
746
+11
1086
$27.1K ﹤0.01%
+173
1087
$27.1K ﹤0.01%
1,100
1088
$27.1K ﹤0.01%
960
+192
1089
$27K ﹤0.01%
160
1090
$26.9K ﹤0.01%
3,850
-550
1091
$26.9K ﹤0.01%
108
1092
$26.8K ﹤0.01%
209
-146
1093
$26.7K ﹤0.01%
2,400
+1,400
1094
$26.7K ﹤0.01%
551
+5
1095
$26.5K ﹤0.01%
461
+38
1096
$26.3K ﹤0.01%
118
-14
1097
$26.2K ﹤0.01%
+1,050
1098
$26.1K ﹤0.01%
196
1099
$25.9K ﹤0.01%
600
1100
$25.8K ﹤0.01%
269
42 43
44
45 46